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2249 Wealthy St. Se Suite 217, East Grand Rapids, MI 49506-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-12 |
Branch Locations
2249 Wealthy St. Se Suite 217, East Grand Rapids, MI 49506-3052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Middleville Tool & Die | Middleville | MI | 07/2016 | 05/2017 |
| Middleville Tool & Die | Middleville | MI | 05/2012 | 09/2016 |
| Axa Advisors, Llc | New York | NY | 04/2017 | 07/2017 |
| Principal Life Insurance Company | Grand Rapids | MI | 08/2017 | 06/2019 |
| Principal Securities Inc | Grand Rapids | MI | 08/2017 | 06/2019 |
| Greenrock Wealth Management, Llc | Grand Rapids | MI | 07/2019 | 12/2019 |
| Symmetry Financial Group | Grandville | MI | 12/2019 | 12/2020 |
| Highpoint Community Bank | Hastings | MI | 03/2020 | 07/2021 |
| Veterans First Mortgage | Salt Lake City | UT | 07/2021 | 06/2022 |
| 1 Solar | Woods Cross | UT | 03/2022 | 08/2022 |
| Young Powersports | Centerville | UT | 08/2022 | 02/2025 |
| Greenrock Wealth Management | East Grand Rapids | MI | 02/2025 | Present |
| Flt Academy | Woods Cross | UT | 03/2026 | Present |
FLT Academy. Not investment related. 1652 W 1940 S, Hangar 58, Woods Cross, Utah 84087. It is a flight school. I'm a certified flight instructor at the school. There is no relation between FLT Academy and GreenRock Wealth Management. I began working as a CFI there on March 16, 2026. I spend approximately 50 hours per month in this position, teaching in a classroom setting and taking students on flight lessons.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-26 |
| S66 | Uniform Combined State Law Examination | 2017-05-25 |
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